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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

756 managers (768 13F filers) reported a position in RDVY shares at 2026-03-31, 215,590,873 shares in all. 54 filers opened a position and 45 filers sold out during the quarter.

Managers
756
13F filers
768
New
54
Added
404
Reduced
203
Sold out
45
Shares held by filers
215,590,873

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mutual Advisors, LLC90,465$6.18M0.13%+4,46613F-HRTimeline
CALTON & ASSOCIATES, INC.90,420$6.17M0.89%+15,78113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89,892$6.14M0.21%-2,66913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC87,629$5.98M4.22%-2,73013F-HRTimeline
Insight Inv LLC85,879$5.86M3.21%+10,58813F-HRTimeline
Smartleaf Asset Management LLC87,714$5.83M0.21%+11,63613F-HRTimeline
IMG Wealth Management, Inc.83,754$5.72M3.65%+5,07213F-HRTimeline
Jaffetilchin Investment Partners, LLC83,285$5.69M0.34%+96113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC82,955$5.66M0.27%+6,35513F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding82,682$5.65M+41,167Timeline
Blom & Howell Financial Planning, Inc.82,054$5.6M5.5%+10,03513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC80,436$5.49M1.08%+77,04213F-HRTimeline
ABLE Financial Group, LLC80,224$5.48M1.07%-211,64413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…80,000$5.46M0.04%013F-HRTimelineGroup
Claro Advisors Inc.79,618$5.44M0.65%+43713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC78,991$5.39M1.46%+22,87013F-HRTimeline
Bravera Wealth78,643$5.37M2.42%+12,53913F-HRTimeline
Snowden Capital Advisors LLC78,149$5.34M0.14%+3,00413F-HRTimeline
Genesee Capital Advisors, LLC77,562$5.3M2.22%-58713F-HRTimeline
Orion Porfolio Solutions, LLC77,558$5.3M0.05%-53,80813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC77,276$5.28M0.4%-7,02913F-HRTimeline
WEDBUSH SECURITIES INC76,914$5.25M0.15%+5,30913F-HRTimeline
TruWealth Advisors, LLC75,898$5.18M0.25%+54613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC75,797$5.18M1.8%+34013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers74,996$5.12M0.01%+36,49513F-HRTimelineGroup
BlueChip Wealth Advisors LLC74,979$5.12M2.25%-3,63913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC69,537$5.05M0.29%-3,42413F-HR/ATimeline
Lineweaver Wealth Advisors, LLC73,895$5.05M0.68%-1,64713F-HRTimeline
Advance Capital Management, Inc.73,354$5.01M0.19%-4,01813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC73,100$4.99M2.39%+6,13113F-HRTimeline
LVZ, Inc.72,915$4.98M0.57%+7,19313F-HRTimeline
WealthCare Investment Partners, LLC71,603$4.96M1.38%+11,70013F-HRTimeline
Five Pine Wealth Management72,208$4.93M3.07%-2,31313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC72,200$4.93M0.01%+24,50013F-HRTimeline
Perigon Wealth Management, LLC72,021$4.92M0.09%-35213F-HRTimeline
Graney & King, LLC71,449$4.88M2.63%+11,97413F-HRTimeline
Ethos Financial Group, LLC71,352$4.87M0.36%-1113F-HRTimeline
Guilbault Capital LLC70,734$4.83M5.29%+2,13713F-HRTimeline
Stonebridge Financial Planning Group, L…69,981$4.78M1.75%+6,53513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding67,985$4.64M+6,220Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…67,970$4.64M0.14%+1,78313F-HR/ATimelineGroup
WILLNER & HELLER, LLC67,778$4.63M3.45%+5,70813F-HRTimeline
CARLSON FINANCIAL, INC.67,268$4.59M2.71%-8213F-HRTimeline
CRUX WEALTH ADVISORS66,497$4.54M1.74%+2,90413F-HRTimeline
Braun-Bostich & Associates Inc.66,421$4.54M2.84%+86913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,180$4.52M0.01%+1,06713F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,867$4.5M0.23%+26413F-HRTimeline
Goldstone Financial Group, LLC64,451$4.4M0.48%-6,00113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,332$4.39M<0.01%-5,64113F-HRTimelineGroup
Ergawealth Advisors, Inc.64,181$4.38M1.94%-80513F-HRTimeline
NewEdge Wealth, LLC63,903$4.36M0.05%+29413F-HRTimeline
HighPoint Advisor Group LLC63,804$4.36M0.18%-11013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding62,011$4.23M+5,281Timeline
Quantinno Capital Management LP61,819$4.22M0.01%+18,67013F-HRTimeline
Creative Planningin group Creative Planning60,503$4.13M<0.01%+3,47413F-HRTimelineGroup
Holistic Financial Partners60,458$4.13M1.53%+16,29313F-HRTimeline
Claris Financial LLC60,246$4.11M2.25%+2,20113F-HRTimeline
Merkkuri Wealth Advisors LLC60,186$4.11M2.72%+52013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,766$4.08M0.01%+23,61013F-HRTimeline
Vision Retirement, LLC59,655$4.07M1.16%+3,14313F-HRTimeline
Crusonia Wealth Advisors LLC59,597$4.07M0.84%-2,40813F-HRTimeline
Capital Asset Advisory Services LLC53,581$3.99M0.15%+1,40313F-HRTimeline
Eldridge Investment Advisors, Inc.58,359$3.98M0.87%+18,08313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,530$3.93M0.03%-29313F-HRTimelineGroup
Main Street Financial Solutions, LLC57,256$3.91M0.29%+2,74113F-HRTimeline
DHJJ Financial Advisors, Ltd.57,198$3.91M1.29%+5,01913F-HRTimeline
Ballew Advisors, Inc53,766$3.91M2.2%+11,17613F-HRTimeline
FMR LLCin group FMR LLC56,967$3.89M<0.01%+13,64113F-HRTimelineGroup
Mattern Wealth Management LLC56,401$3.85M0.75%-5,00013F-HRTimeline
WCG Wealth Advisors LLC55,432$3.78M0.11%+3,46513F-HRTimeline
Allworth Financial LP54,823$3.74M0.02%-2,12913F-HRTimeline
Mayflower Financial Advisors, LLC53,410$3.65M0.44%-16013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…53,255$3.64M1.5%-7,47713F-HRTimeline
Stegent Equity Advisors, Inc.53,133$3.63M3.09%-7,65713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding53,025$3.62M+7,316Timeline
Wisconsin Wealth Advisors, LLC52,645$3.59M3.54%+1,17213F-HRTimeline
Flaharty Asset Management, LLC51,522$3.52M0.44%-2,57513F-HRTimeline
Betterment LLC51,341$3.51M0.01%-71313F-HRTimeline
Southland Equity Partners LLC51,321$3.5M0.68%+36313F-HRTimeline
Larson Financial Group LLC50,078$3.42M0.11%+3,69013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,990$3.41M0.07%+2,64713F-HRTimelineGroup
Purus Wealth Management, LLC49,983$3.41M1.09%+2813F-HRTimeline
Asset Allocation Strategies LLC49,079$3.35M0.6%-23313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,869$3.34M0.2%+73713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC48,284$3.3M1.45%-4,64113F-HRTimeline
Cedrus Wealth Group LLC48,104$3.28M3.66%+2,80213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC47,406$3.24M0.01%-51,88613F-HRTimelineGroup
Ignite Planners, LLC46,654$3.22M0.5%+8,29213F-HRTimeline
TrueWealth Advisors, LLC47,202$3.22M0.81%+8,56413F-HRTimeline
PKS Advisory Services, LLC46,709$3.18M0.74%+3,22913F-HRTimeline
PCA Investment Advisory Services Inc.46,046$3.14M1.05%+8513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC45,858$3.13M1.13%-1,61113F-HR/ATimelineGroup
APS Management Group, Inc.45,507$3.11M2.66%-8,58013F-HRTimeline
PCG Wealth Advisors, LLC44,955$3.07M0.78%+3,01413F-HRTimeline
TBH Global Asset Management, LLC44,904$3.07M0.62%-16,45913F-HRTimeline
SFG Wealth Management, LLC.44,846$3.06M1.26%+24613F-HRTimeline
Triad Wealth Partners, LLC43,821$2.99M0.24%+15,79213F-HRTimeline
Ashton Thomas Private Wealth, LLC42,895$2.93M0.07%+5,07013F-HRTimeline
Sun Financial Inc38,802$2.88M1.45%+2,57413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,223$2.88M0.35%-61213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…41,976$2.87M0.11%-1,82913F-HRTimelineGroup
IFS Group,LLC41,937$2.86M2.55%13F-HRTimeline
PRIVATE TRUST CO NA41,810$2.85M0.25%+1,42413F-HRTimeline
INTEGRITY ALLIANCE, LLC.41,712$2.85M0.11%-24,11113F-HRTimeline
Keystone Financial Group41,404$2.83M0.19%+1,37413F-HRTimeline
Sunbelt Securities, Inc.40,939$2.8M0.18%+3,62213F-HRTimeline
Benson Wealth Management INC40,918$2.79M3.82%-1,18913F-HRTimeline
Balefire, LLC40,087$2.74M0.52%+56613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…39,268$2.68M0.07%-1,35613F-HRTimelineGroup
Keating Financial Advisory Services, In…39,237$2.68M0.43%+21,46413F-HRTimeline
Advisory Alpha, LLC39,071$2.67M0.07%+27413F-HRTimeline
Atlas Wealth LLC39,021$2.66M0.8%-56513F-HR/ATimeline
Modern Wealth Management, LLC38,445$2.65M0.05%-17,07013F-HRTimeline
LANARK FINANCIAL, INC.38,671$2.64M0.2%+40313F-HRTimeline
TD Capital Management LLC38,665$2.64M0.24%+7,81313F-HRTimeline
Davis Investment Partners, LLC37,891$2.59M0.91%-1,99413F-HRTimeline
Beaumont Financial Advisors, LLC37,752$2.58M0.18%-29013F-HRTimeline
Hilton Head Capital Partners, LLC37,732$2.58M1.45%+1,10413F-HRTimeline
Wagner Wealth Management, Corp37,342$2.55M2.29%+11,05313F-HRTimeline
Concorde Asset Management, LLC37,270$2.54M1.25%-7,52913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,916$2.52M0.02%+2,99313F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC36,564$2.5M0.63%+3,16313F-HRTimeline
My Portfolio Guide, LLC36,285$2.47M1.37%13F-HRTimeline
WEALTH EFFECTS LLC35,681$2.44M0.86%+25213F-HRTimeline
Cypress Wealth Services, LLC35,532$2.43M0.34%+25213F-HRTimeline
Fairvoy Private Wealth, LLC35,529$2.43M0.58%new13F-HRTimeline
Sequent Planning LLC35,252$2.41M0.58%+1,56613F-HRTimeline
Gotham Asset Management, LLC34,880$2.38M0.01%-513F-HRTimeline
LaSalle St. Investment Advisors, LLC34,496$2.36M0.33%+2,89513F-HRTimeline
EdgeRock Capital LLC33,879$2.31M0.63%+4,92013F-HRTimeline
ProVise Management Group, LLC33,724$2.3M0.17%+4,26613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33,709$2.3M1.15%-6,94513F-HRTimelineGroup
CERTUITY, LLC33,498$2.29M0.15%-72613F-HRTimeline
RWA WEALTH PARTNERS, LLC33,109$2.26M0.02%+17,50313F-HRTimeline
Perissos Private Wealth Management, LLC33,023$2.25M1.96%+2,41813F-HRTimeline
Catalyst Investment Management LLC30,163$2.25M2.49%+6,22213F-HRTimeline
BARRETT & COMPANY, INC.32,720$2.23M0.77%+1,18913F-HRTimeline
MTM Investment Management, LLC32,169$2.2M0.7%-58113F-HRTimeline
Platform Technology Partners31,671$2.16M0.42%+3,65813F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …31,579$2.15M1.2%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.31,197$2.13M2.54%-7,31113F-HRTimeline
Beacon Financial Advisory LLC31,179$2.13M0.48%+12,53413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…31,024$2.12M1.42%+2,52613F-HRTimeline
Centerpoint Advisory Group30,996$2.12M1.59%-85013F-HRTimeline
Capital Investment Advisory Services, L…30,955$2.11M0.15%+3,74913F-HRTimeline
Darwin Wealth Management, LLC30,817$2.1M0.66%+7,42713F-HRTimeline
Pinnacle Family Advisors, LLC30,111$2.06M0.97%+12413F-HRTimeline
Family Manage LLC29,842$2.04M0.24%+3413F-HRTimeline
AdvisorNet Financial, Inc29,749$2.03M0.11%-65613F-HRTimeline
Clear Creek Financial Management, LLC29,497$2.01M0.15%+13,63313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC29,409$2.01M1.29%+7,34413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …29,221$2M0.02%-6,69613F-HRTimelineGroup
Milestones Private Investment Advisors …28,820$1.97M1.73%+55513F-HRTimeline
17 CAPITAL PARTNERS, LLC28,777$1.96M1.02%+1,12613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,761$1.96M<0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.28,664$1.96M0.05%+1,23413F-HRTimeline
DAGCO, INC.28,609$1.95M0.42%+5,43113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,386$1.94M<0.01%-3,97213F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …28,229$1.93M0.1%-4,74313F-HRTimelineGroup
Triton Wealth Management, PLLC27,748$1.92M0.71%-2,08613F-HRTimeline
Everest Financial Group LLC27,750$1.89M0.31%new13F-HRTimeline
American Financial Advisors, LLC27,670$1.89M0.25%+27313F-HRTimeline
Medallion Wealth Advisors, LLC27,621$1.89M0.62%+4,78513F-HRTimeline
National Wealth Management Group, LLC27,553$1.88M0.7%+4,25213F-HRTimeline
Intrua Financial, LLC27,538$1.88M0.2%-23713F-HRTimeline
Keystone Wealth Services, LLC27,147$1.85M0.4%+15,75113F-HRTimeline
Advisory Services Network, LLC27,139$1.85M0.02%+1,77613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV26,362$1.8M1.55%-7513F-HRTimeline
Ellsworth Advisors, LLC26,239$1.79M0.34%+5113F-HRTimeline
LYNCH & ASSOCIATES/IN25,956$1.77M0.33%+6,69113F-HRTimeline
L & S Advisors Inc25,936$1.77M0.22%-2413F-HRTimeline
UPTICK PARTNERS, LLC25,779$1.76M0.35%+1,39213F-HRTimeline
Beacon Pointe Advisors, LLC24,943$1.7M0.01%+9413F-HRTimeline
Richmond Investment Services, LLC24,891$1.7M0.27%+52113F-HRTimeline
Element Wealth, LLC24,797$1.69M0.7%+12,44113F-HRTimeline
Pitti Group Wealth Management, LLC24,785$1.69M1.37%+75613F-HRTimeline
Rehmann Capital Advisory Group24,453$1.67M0.09%+8,56713F-HRTimeline
Strategic Blueprint, LLC24,337$1.66M0.1%+1,31913F-HRTimeline
Prism Advisors, Inc.24,089$1.64M0.44%-99713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,050$1.64M<0.01%+9,05013F-HRTimelineGroup
Topsail Wealth Management, LLC23,985$1.64M0.24%+71313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,964$1.64M<0.01%-7,95113F-HRTimelineGroup
RiverTree Advisors, LLC23,540$1.61M1.02%+20,64413F-HRTimeline
Appalachian Capital Management Ltd23,513$1.61M1.29%-78513F-HRTimeline
Continuum Advisory, LLC23,478$1.6M0.15%+2,66113F-HRTimeline
Grantvest Financial Group LLC23,318$1.59M1.03%+1,68713F-HRTimeline
True Blue Financial, LLC23,228$1.59M1.25%-1,09813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD23,175$1.58M<0.01%+3,33513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.23,137$1.58M0.08%+15,09813F-HRTimeline
Serenity Investment Advisors20,888$1.57M0.74%+12,46013F-HRTimeline
Boyer Financial Services, Inc.22,664$1.55M1.64%+4,63213F-HRTimeline
Southern Financial Group, LLC22,658$1.55M0.43%+2,16613F-HRTimeline
WPG Advisers, LLC22,554$1.54M1.13%+6,69513F-HRTimeline
Morey & Quinn Wealth Partners, LLC22,280$1.52M1.08%+27913F-HRTimeline
Altus Wealth Group LLC22,251$1.52M0.62%-46913F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,522$1.47M0.22%-8413F-HRTimeline
Worthington Financial Partners, LLC21,295$1.45M1.25%-88113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.21,045$1.44M1.51%+6,82313F-HRTimeline
NOVEM GROUP20,976$1.43M0.16%+33313F-HRTimeline
Quad-Cities Investment Group, LLC20,623$1.41M0.56%-59613F-HRTimeline